RWA
Redmont Wealth Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $34K | Buy |
+453
| New | +$34K | 0.07% | 85 |
|
|
2024
Q4 | – | Sell |
-453
| Closed | -$36.4K | – | 121 |
|
|
2024
Q3 | $36.4K | Sell |
453
-139
| -23% | -$11.2K | 0.06% | 104 |
|
|
2024
Q2 | $41.2K | Hold |
592
| – | – | 0.06% | 96 |
|
|
2024
Q1 | $42K | Buy |
+592
| New | +$42K | 0.06% | 100 |
|